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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
301
Virtu Financial
New York
$881K +$881K +12,708 New
AWM
302
Adams Wealth Management
Utah
$873K +$62.2K +897 +8%
CS
303
Candriam SCA
Luxembourg
$868K – – –
EH
304
Equitable Holdings
New York
$865K +$58.1K +839 +7%
IAIM
305
International Assets Investment Management
Florida
$856K +$491K +7,082 +134%
DADC
306
D.A. Davidson & Co
Montana
$852K +$78.6K +1,134 +10%
B
307
BP
United Kingdom
$848K -$140K -2,026 -14%
CFG
308
Cooper Financial Group
California
$847K -$442K -6,373 -34%
CAM
309
Columbia Asset Management
Michigan
$831K +$29K +419 +4%
Principal Financial Group
310
Principal Financial Group
Iowa
$829K +$110K +1,584 +15%
SFS
311
Sowell Financial Services
Arkansas
$811K +$106K +1,464 +15%
FFA
312
Founders Financial Alliance
North Carolina
$811K +$115K +1,652 +17%
QI
313
QS Investors
New York
$805K +$113K +1,634 +16%
AFA
314
Atlanta Financial Associates
Georgia
$797K -$135K -1,961 -15%
Fuller & Thaler Asset Management
315
Fuller & Thaler Asset Management
California
$794K +$262K +3,778 +49%
II
316
Inspire Investing
Idaho
$791K +$318K +4,590 +67%
PAMG
317
Patton Albertson Miller Group
Tennessee
$788K -$35.3K -510 -4%
HPM
318
Hudson Portfolio Management
New York
$787K +$787K +11,364 New
CWM
319
Cornerstone Wealth Management
Missouri
$762K +$213K +3,078 +39%
IWP
320
Insight Wealth Partners
Texas
$756K -$21.1K -304 -3%
VIM
321
Vista Investment Management
Pennsylvania
$746K +$77.4K +1,118 +12%
OC
322
Oppenheimer & Co
New York
$741K +$22.7K +327 +3%
FNBOMD
323
First National Bank of Mount Dora
Florida
$736K +$156K +2,246 +27%
AA
324
ALPS Advisors
Colorado
$734K +$80K +1,154 +12%
NEIRG
325
New England Investment & Retirement Group
Massachusetts
$719K -$6.1K -88 -0.8%
11 12
13
14 15